Unclaimed Profile

Bryan Elliott Kelly

KELLY FINANCIAL GROUP, LLC·BEL AIR, Maryland

SIE, Series 7, Series 31, Series 63, Series 65CFP26 years registeredKELLY FINANCIAL GROUP, LLC

48 EAST GORDON STREET, BEL AIR, MD 21014CRD# 2284469Firm CRD# 310140

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Elliott Kelly · BEL AIR, MD

Registration

CRD #2284469 · KELLY FINANCIAL GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

THE KELLY GROUP

Jan 2021 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Mar 2005 – Dec 2020

BEL AIR, MD

CAMBRIDGE INVESTMENT RESERARCH, INC.

Mar 2000 – Mar 2005

BEL AIR, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · March 13, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KELLY FINANCIAL GROUP, LLC

CRD 310140 · SEC 801-119450

AUM

$811M

Regulatory assets under management

Employees

2,737 client accounts

Services offered by KELLY FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KELLY FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Elliott Kelly offer?

Bryan Elliott Kelly specializes in Financial Planning, Investment Management. Contact their office in BEL AIR, Maryland for a consultation.

What are Bryan Elliott Kelly's credentials?

Bryan Elliott Kelly holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Elliott Kelly located?

Bryan Elliott Kelly is based in BEL AIR, Maryland, working with KELLY FINANCIAL GROUP, LLC. Their office serves clients in the BEL AIR metropolitan area and surrounding communities.

How does Bryan Elliott Kelly charge for services?

Bryan Elliott Kelly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KELLY FINANCIAL GROUP, LLC?

KELLY FINANCIAL GROUP, LLC has approximately 20 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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